by Roberta Imbimbo
Professionalism, experience, innovation and client-centricity: these are the hallmarks of Capi-tal Strategy Srl, a company highly specialised in wealth and financial consultancy, founded in 2018 by Patrizio Caringi, a professional particularly skilled in finance, banking and insurance. Thanks to a far-sighted vision focused on personalisation and excellence, the Frosinone-based company has managed to assert its leadership in both the domestic and international markets – especially in Switzerland, Russia, England and soon also in the USA – where, on the strength of strategic partneiships, it is now considered one of the leading independent multi Family Offices. Its mission is therefore to support large entrepreneurial families and Italian companies in developing a structured approach to managing their assets; in planning their investment strategy; in building an effective asset allocation. The objective, of course, is to valorise the relevant and complex assets of large entrepreneurial families at 360 degrees, mitigating the risks le-gated to their management and planning investments completely independently, in the exclusive interest of the client. Having no retrocession relationship with the various banking and financial intermediaries, and therefore operating without conflict of interest (typical of traditional operators who are tied to the bank or sales network to which they belong and must therefore mediate the client’s interests with those of their employer), this all-Italian excellence is absolutely able to offer qualified and customised advice; to choose the best managers on behalf of families; to build a diversified portfolio using only financial instruments suited to the profile of each individual client, carefully bi-locating each investment to compose an optimised basket in terms of risk and return.
Thanks to this high added-value peculiarity, and nevertheless to the strength of a highly specialised multidisciplinary team, Capital Strategy has managed to clearly differentiate itself from other market players and to increase its client base year after year. “What makes Capital Strategy stand out in the vast Italian financial landscape is its customised business approach (tailor-made to the needs of each individual client), its pursuit of excellence, and the offering of services that span the entire spectrum of wealth needs, from investment management to insurance consulting, from advanced tax planning to succession planning,’ Patrizio Caringi, founder of a future-oriented company that also provides innovative services, for instance by enabling start-ups to raise valuable funding through crowdfunding, states emphatically. In short, Capital Strategy is an important reference point in the Italian wealth advisory landscape. In spite of the extraordinary goals achieved in so many years of activity, the company aims to further grow its brand reputation and explore new markets (including foreign ones), always striving to create a positive impact in the financial life of families and companies.
